Godshalk Welsh Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $286K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $245K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $220K | Hold |
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|
2017
Q3 | $213K | Hold |
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|
2017
Q2 | $202K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $211K | Hold |
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|
2015
Q2 | $239K | Hold |
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|
2015
Q1 | $240K | Hold |
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|
2014
Q4 | $229K | Buy |
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